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Editing folder or item details

Edit the basic details of a library folder or content item to rename it, edit its associated tags, and add or change the description. If the aspect Classifiable is configured for the selected folder or item, you also have the ability to edit the associated categories.
This task assumes you are in the library of the desired site. To perform this task on a folder the Show Folders feature must be enabled.
  1. Navigate the library’s folder structure to locate the folder or item you want to work with.
  2. Position the cursor over the folder or item of interest in the item list to display the available actions.
  3. Click Edit Properties.

    The Edit Properties dialog box appears.

    Note: Click All Properties in the upper right corner to display the full Edit Properties page. While the dialog box displays a selection of properties, the Edit Properties page displays all properties currently configured for the selected folder or item.
  4. Edit the folder or item details on this page as desired.

    The Name does not support the following special characters: * " < > \ / . ? : and |. When the name contains a disallowed character the Save button is disabled.

    Note: There is an exception regarding the period: the folder name can include a period as long as it is not the last character.
  5. Click Select beneath the Tags label to edit the tag associations. You can add and remove existing tags, and create new tags.

    On the Select page the left column displays the existing tags for the current site. The right column displays the tags already associated with the folder or item.

    1. To create a new tag type the tag name in the empty box provided and click the Create new item icon (or press ENTER). You can create only one tag at a time in this field. Multi-word tags are accepted and do not need to be entered within quotation marks. Creating a new tag automatically associates it with the current folder or item.
    2. To add an existing tag browse the left column and click the Add icon to the right of the tag(s) you wish to associate with the current folder or item.
    3. To remove an existing tag browse the right column and click the Remove icon to the right of the tag(s) you no longer want to be associated with the folder or item.
    4. Click OK to save the changes.

    Tip: The inline tagging feature lets you add, edit, and delete tags directly in the library item list (detailed view only).
  6. Click Select beneath the Categories label to edit the categories associated with the current folder or item. You can add and remove categories.

    On the Select page the left column displays the available categories; click a category to display its subcategories.

    The button at the top of the list indicates your current location in the category hierarchy. Click this button to display the full path; click an entry to return to that point in the path. Click the up arrow to return to the previous level in the hierarchy.

    The right column displays the categories already associated with the folder or item.

    1. To add a category navigate the category hierarchy in the left column and click the Add icon to the right of the categories you wish to associate with the current folder or item.
    2. To remove an existing category click the Remove icon to the right of a category in the right column that you no longer want to be associated with the folder or item.
    3. Click OK to save the changes.
  7. Click Save.